There was also the question of the Minemark BGS options that were cancelled/agreed not to be issued (that Kyiap highlighted in Post #:26910450). ML realistically just can't manage too many competing clients at the one time?
And James seems to be focussing on East Asia (Sth Korea? or maybe Japan) and Europe rather than China... so not sure how much help ML could be in that case.
Sounds like both parties are heading off in their own directions...
BGS Price at posting:
32.0¢ Sentiment: Buy Disclosure: Held